Serial 88062520

Live / Registered — Registered — Sections 8 & 15 accepted and acknowledged (as of 19 Sept 2025)

What this means for you

Registered since 11 Jun 2019. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
88062520
Registration number
5773379
Mark type
Design / logo
Filed
02 Aug 2018
Published for opposition
26 Mar 2019
Registered
11 Jun 2019
Attorney of record
Kate Bohmann

Goods and services

  • Class 042 — Scientific and technological services: Software as a service (SAAS) services featuring software for wealth management, namely, financial portfolio analysis and management, investment tracking, reporting and performance management, trade tracking and order management, account reconciliation and accounting, investment revenue management, corporate actions tracking, billing management, account billing, receivables tracking, revenue distribution and reporting, financial compliance, margin and document management

Owner

Prosecution history

  • 19 Sept 2025 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 19 Sept 2025 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 19 Sept 2025 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 08 May 2025 — TEAS SECTION 8 & 15 RECEIVED
  • 11 Jun 2024 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 11 Jun 2019 — REGISTERED-PRINCIPAL REGISTER
  • 26 Mar 2019 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 26 Mar 2019 — PUBLISHED FOR OPPOSITION
  • 06 Mar 2019 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 15 Feb 2019 — ASSIGNED TO LIE
  • 01 Feb 2019 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 31 Jan 2019 — TEAS/EMAIL CORRESPONDENCE ENTERED
  • 31 Jan 2019 — CORRESPONDENCE RECEIVED IN LAW OFFICE
  • 31 Jan 2019 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
  • 20 Nov 2018 — NOTIFICATION OF NON-FINAL ACTION E-MAILED

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